WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$14.9M
3
+$12.8M
4
AMZN icon
Amazon
AMZN
+$12M
5
GILD icon
Gilead Sciences
GILD
+$8.73M

Top Sells

1
+$22.8M
2
+$20.1M
3
+$13.9M
4
IBM icon
IBM
IBM
+$12.9M
5
NUE icon
Nucor
NUE
+$5.79M

Sector Composition

1 Financials 14.35%
2 Technology 13.99%
3 Healthcare 13.34%
4 Industrials 11%
5 Energy 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.62M 0.42%
140,713
+9,000
77
$5.57M 0.42%
267,582
+21,347
78
$5.37M 0.4%
+108,066
79
$5.26M 0.4%
+65,960
80
$5.24M 0.39%
86,644
+3,982
81
$5.02M 0.38%
107,770
-6,651
82
$4.97M 0.37%
+81,057
83
$4.89M 0.37%
71,779
+4,122
84
$4.74M 0.36%
53,048
-24,584
85
$4.42M 0.33%
105,061
+46,098
86
$4.41M 0.33%
469
+1
87
$4.37M 0.33%
38,487
-1,379
88
$4.22M 0.32%
103,919
-20,025
89
$3.59M 0.27%
66,234
-483
90
$3.56M 0.27%
139,728
-3,390
91
$3.51M 0.26%
47,735
-1,481
92
$3.4M 0.26%
13,554
+890
93
$3.09M 0.23%
64,961
+368
94
$2.71M 0.2%
70,023
+10,089
95
$2.68M 0.2%
27,458
-1,938
96
$2.65M 0.2%
110,640
-2,416
97
$2.33M 0.17%
24,772
-1,660
98
$2.29M 0.17%
28,575
-861
99
$2M 0.15%
46,928
-9,352
100
$1.76M 0.13%
45,612
-3,172
2 3
4
5 6